+4,921.3%
SOXL vs MKTX
+5.0%
+4,916.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.3% |
| 7D | +3.9% | -0.2% | +4.1% | +4.0% |
| 30D | -14.3% | +0.7% | -15.0% | -14.8% |
| 3M | -45.6% | +40.8% | -86.4% | -58.8% |
| 6M | +117.2% | -8.0% | +125.2% | +119.7% |
| YTD | +189.8% | -8.7% | +198.6% | +190.4% |
| 1Y | +317.7% | -11.8% | +329.6% | +317.7% |
| 3Y | +478.6% | -24.0% | +502.7% | +434.4% |
| 5Y | +169.5% | -60.3% | +229.8% | +387.8% |
| All | +4,921.3% | +5.0% | +4,916.2% | +5,289.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MKTX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling